Here are two companies, BioLife Solutions (BLFS) and Cryoport (CYRX) which are both benefiting from the considerable tailwinds that come from the explosion in CAR-T and cell-based therapies that require preservation and transport of highly vulnerable tissues.
The companies are basically direct competitors in this space, both have patented preservation media and logistics business. We have no way to distinguish the respective quality of their media, but given both company's growth rates and premier clients, we don't think there is much to separate them with respect to this.
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